- User ID
- Department
- First Name
- Last Name
- Full Name
- Default Security Group
Figure: Security Group Access Rights
- Allow User to Login to the System: determines whether or not the user has permission to access the system. For example, a staff member that is no longer with the company will have their record unchecked to deactivate their account.
- Password Required for Login: determines whether or not the password field is allowed to be blank upon login.
- Prompt User for a New Password: determines whether or not a new password prompt is displayed the next time the user logs into the system. (Note: If the Password Required for Login setting is unchecked, then a new password prompt will never be issued.)
- Restrict User to Assigned Contacts: Restricts the user to only being able to view their own contacts
- Override (ignore) Private Flags: allows managers to see all of the records, including those marked as private.
- Allow access to the QBI Module: allows user to access the QBI module. Generally, only whomever will be running QuickBooks Synchronizations will need this engaged.
- Disallow Main Records Deletion: Prevents the user from deleting main records (Contacts, invoice, activities, sorders, Etc.)
- Allow access to Export Records: If checked, the user will be able to export spread sheets of DMC records
- Allow access to Mass Update: This option will allow the user to use the Mass Update option. As mass update can make large-scale irreversible changes to records, this option is recommended for administrators only.
- Allow access to Combine Contacts: This option will allow the user to combine contacts. As combining contacts is irreversible, this option is recommended for administrators only.
- Allow access to Field Services Portal Only?: allow user to access to the Field Service Portal (optional add-on). use this option if the user is only using the Field Service Portal.
- Allow access to the Results for the Web: allow user to log into the web browser based Results Application.
- If the default email client requires a user name and password, then it is recommended that they be specified in this section to prevent a log on prompt from being displayed each time Results attempts to establish a session with the email client.
- User Name: the user name required to log on to the email client
- Password: the password required to log on to the email client.
- Email Address for Notifications: the default email address to use when contacting this user by email from Results.
- Hired On
- Departed On
- Date-of-Birth
- Hourly Rate
- SSN
- Commission: commission amount for sales used when a user is assigned to an invoice or an item on the invoice.
- Year Sales Quota
- Employee Contact Record: link the user record to the corresponding Employee Contact record. This is required to export employee timesheets into QuickBooks.
Comments
0 comments
Please sign in to leave a comment.